See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,754 | $51,638-65.6% | $68,368-74.0% | $82,448-78.5% |
| Participation rate | 93.9% | 63.6%+30.3pp | 73.8%+20.2pp | 68.1%+25.9pp |
| Annual return | 17.47% | 37.53%-20.1pp | 292.57%-275.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,530 | $2,047+23.6% | $2,649-4.5% | $2,551-0.8% |
| Participant deferral / active EE | $3,860 | $2,914+32.5% | $4,123-6.4% | $4,139-6.8% |
| Admin fee / account holder | $2,302 | $4,643-50.4% | $5,150-55.3% | $7,234-68.2% |